#1Dimensions Wealth Management, LLC
DIMENSIONS WEALTH MANAGEMENT, LLC
Serves this area from Roseville, CA (31 mi)
Retirement Plan Advisors in Yuba City, CA
The top-ranked retirement plan advisors serving Yuba City, CA are Dimensions Wealth Management, LLC, Tidwell Wealth Management LLC and Up Capital Management, Inc.. We list 22 retirement plan advisors serving Yuba City, CA. 22 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Yuba City, CA (Sutter County). 22 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Yuba City
#2Tidwell Wealth Management LLC
TIDWELL WEALTH MANAGEMENT LLCServes this area from Rocklin, CA (31 mi)#3Up Capital Management, Inc.
UP CAPITAL MANAGEMENT, INC.Serves this area from Roseville, CA (32 mi)#4Vantage Financial Group
HUDSON FINANCIAL SERVICES, INC.Serves this area from Auburn, CA (34 mi)#5Ifc
IFC AND INSURANCE MARKETING, INC.Serves this area from Auburn, CA (35 mi)#6Onesource Wealth Management
LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANYServes this area from Granite Bay, CA (35 mi)#7Parkshore Wealth Management
PARKSHORE WEALTH MANAGEMENTServes this area from Granite Bay, CA (36 mi)#8Spectrum Wealth Advisory Group, LLC
SPECTRUM WEALTH ADVISORY GROUP, LLCServes this area from Granite Bay, CA (36 mi)#9Boyd Wealth Management, LLC
BOYD WEALTH MANAGEMENT, LLCServes this area from Sacramento, CA (38 mi)#10True Wave Financial Planners
LUCAS GROUP FINANCIAL PLANNERS, INC.Serves this area from Sacramento, CA (38 mi)
12 more providers serving this area
- Twin Rivers Wealth Management, Sacramento, CA (38 mi)
- Adams Ashby Financial Advisors, Arden-Arcade, CA (39 mi)
- Decamilla Capital Management LLC, Sacramento, CA (40 mi)
- Three Oaks Wealth, Gold River, CA (41 mi)
- Prudent Investor Advisors, LLC, Folsom, CA (41 mi)
- Allworth Financial, L.P., Folsom, CA (42 mi)
- Gasber Financial Advisors, Inc, Folsom, CA (42 mi)
- Riverpath Investments LLC, Folsom, CA (42 mi)
- Altum Wealth Advisors, Chico, CA (44 mi)
- Sweeney & Michel, LLC, Chico, CA (44 mi)
- Murray Financial Services, Inc, Chico, CA (46 mi)
- Strategic Retirement Advisors, LLC, Elk Grove, CA (51 mi)
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Frequently asked questions
How many retirement plan advisors serve Yuba City?
We list 22 retirement plan advisors serving Yuba City, CA: 0 based there and 22 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Yuba City?
The top-ranked retirement plan advisors serving Yuba City, CA are Dimensions Wealth Management, LLC, Tidwell Wealth Management LLC, Up Capital Management, Inc., Vantage Financial Group and Ifc. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Yuba City are verified against official records?
10 of the top 10 match an active official record: Dimensions Wealth Management, LLC (U.S. Securities and Exchange Commission), Tidwell Wealth Management LLC (U.S. Securities and Exchange Commission), Up Capital Management, Inc. (U.S. Securities and Exchange Commission), Vantage Financial Group (U.S. Securities and Exchange Commission) and Ifc (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .